Number of Shares
333,857.00
Current Holdings Value*
$14.04 Mil
% of Portfolio
6.24%
Total Estimate Gain
$-33,066.14
% of Total Estimate Gain
-0.24%

Alpha Financial Advisors, LLC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, Alpha Financial Advisors, LLC held 333,857.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.04 Mil. This investment constitutes 6.24% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.21% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q1. And since then Alpha Financial Advisors, LLC has made 9 purchases of DFCF, at an average price of $42.01, for a total of 333,857.00 shares. Based on historical transaction data and DFCF's current price of $41.92, Alpha Financial Advisors, LLC's estimated gain on his DFCF holdings is $-33,066.14, reflecting a -0.24% gain to date.

Alpha Financial Advisors, LLC DFCF ($41.92) Holding Chart

Alpha Financial Advisors, LLC DFCF ($41.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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